SEC 13F Intelligence

Hfr Wealth Management, LLC / DUK

Hfr Wealth Management, LLC’s Duke Energy Corp New Position

Does Hfr Wealth Management, LLC own Duke Energy Corp New (DUK)? Yes — 97.7K shares worth $13M (+3.14% of its 13F portfolio) as of Q1 2026, up from 2.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
97.7K
% of Portfolio
+3.14%
Quarters Held
7
currently held

Position History DUK

Reported value by quarter
Q2 ’21: $216,000Q2 ’21Q3 ’21: $214,000Q3 ’21Q4 ’21: $230,000Q4 ’21Q1 ’22: $226,000Q1 ’22Q2 ’22: $217,000Q2 ’22Q4 ’22: $208Q4 ’22Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202697.7K$13M+3.14%
Q4 20222.0K$208+0.06%
Q2 20222.0K$217,000+0.07%
Q1 20222.0K$226,000+0.06%
Q4 20212.2K$230,000+0.06%
Q3 20212.2K$214,000+0.06%
Q2 20212.2K$216,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hfr Wealth Management, LLC’s full portfolio or all institutional holders of DUK.